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Home > Insider Trading > Filing (0001289419-11-000395)

Filing Details

Accession Number:: 0001289419-11-000395
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2011-12-27 12:13:03
Reporting Period:: 2011-12-23

Filing Date:: 2011-12-27
Accepted Time:: 2011-12-27 12:13:03
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1289419	Morningstar Inc.	MORN	Investment Advice (6282)	363297908

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1197386	A Cheryl Francis	C/O Morningstar, Inc. 22 West Washington Street Chicago IL 60602		Yes	No	No	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Acquisiton	2011-12-23	500	$19.72	12,826	No	4	M	Direct
Common Stock	Disposition	2011-12-23	500	$60.00	12,326	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Employee Stock Option (Right to Buy)	Disposition	2011-12-23	500	$0.00	500	$19.72

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
3,513		2014-12-01	No	4	M	Direct

Footnotes

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 23, 2011.
The exercise price increases over the term of the option at a rate equal to the 10-year Treasury bond yield as of the date of grant ($14.70). On December 23, 2011, the exercise price was $19.7224.
The options became exercisable in 3 equal installments on January 27, 2005, 2006, and 2007.